The Art of Slowing Down
116: Tiffany’s Lost Identity: A Deep Dive With a Former Richemont Executive (Expert Call Transcript)
A recent conversation with a former CEO who led Van Cleef & Arpels as well as holding several senior roles across Richemont casts doubt on LVMH’s ability to elevate Tiffany & Co into the high jewelry echelon it aspires to. While Tiffany has strong name recognition, its repositioning under LVMH has resulted in brand confusion, weaker customer loyalty, and inconsistent retail execution. According to the expert, LVMH underestimated the difficulty of transitioning Tiffany from an entry-level gifting brand into a Cartier or Van Cleef rival.
Professional investors and consultants routinely pay €1,200+ per hour for access to industry expert calls like this one and now, I'm opening the opportunity for paid subscribers to tap into them.
Each month, I’ll be sharing 20–30 high-quality expert calls on names I cover or that are generating interest. These are insights typically reserved for professionals. If you're serious about understanding what’s really going on behind the scenes at top consumer brands, this series is for you. With that said let’s get into it!